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Enable Single Sign-On (SSO)

Learn how to enable Single Sign-On (SSO) for your firm to allow users to sign in securely using third-party identity providers such as Google or Microsoft.

Updated over a month ago

Overview

Single Sign-On (SSO) allows your firm to simplify and secure the login experience by enabling users to sign in using an existing identity provider. Instead of managing separate usernames and passwords, users can authenticate using trusted providers like Google or Microsoft.

SSO is especially useful for firms that want to:

  • Improve security by reducing password-related risks

  • Simplify user access across systems

  • Streamline onboarding and offboarding for team members


Who Can Enable SSO

  • SSO is managed at the firm level

  • Only Admin or Super Admin users can enable or disable SSO


How to Enable SSO

Follow these steps to enable Single Sign-On:

  1. Go to Settings

  2. Select Firm Info

  3. Scroll to the Enable SSO section

  4. Toggle Enable SSO to ON

  5. Choose your preferred provider:

    • Google

    • Microsoft

Supported Identity Providers

  • Google – Sign in using a Google account

  • Microsoft – Sign in using a Microsoft account

Users must have an active account with the selected provider to sign in successfully.


What Happens After SSO Is Enabled

Domain-Based Login Rules

  • Users whose email domain matches the firm domain:

    • Are prompted to connect their account with the selected SSO provider

    • Must log in using SSO only

    • Email and password login is disabled

  • Users whose email domain does not match the firm domain:

    • Continue to log in using email and password

    • Are not allowed to log in using SSO

Example

  • Your firm domain is set as @abcaccounting.com and SSO is enabled.

  • John signs up with john@abcaccounting.com

    • John is prompted to connect his account with the firm’s SSO provider.

    • He must log in using SSO going forward.

    • Email and password login is disabled for him.

  • Say, Sarah is invited with her personal email sarah@gmail.com

    • Since her email domain is a different than the firm domain, she won't be able to log in using SSO but username and password.

This ensures that internal firm users follow secure SSO access, while external users continue with standard email-based login.

Multi-Firm Access

  • Users can access multiple firms with a single login

  • If any firm the user belongs to has SSO enabled

    • SSO login applies.

  • If none of the user’s firms match the SSO domain:

    • Email and password login continues to apply

Example

  • Alex has one Xenett login and access to two firms:

    • ABC Accounting (SSO enabled with domain @abcaccounting.com)

    • XYZ Consulting (no SSO enabled)

Scenario 1: One firm has SSO enabled

  • Alex’s email is alex@abcaccounting.com

  • Since ABC Accounting has SSO enabled and Alex belongs to that firm:

    • Alex must log in using SSO

    • Email and password login is disabled

Scenario 2: No firms have SSO enabled

  • Alex’s email is alex@gmail.com

  • Neither ABC Accounting nor XYZ Consulting has SSO enabled for his email domain:

    • Alex continues to log in using email and password

    • SSO login does not apply

This ensures a single login experience while enforcing SSO wherever it is required by any firm the user belongs to.


Invites Behavior

When SSO Is Enabled

  • Same-domain users (based on the admin’s firm domain):

    • Invitation includes an SSO login link

    • Displays the selected provider button (Google or Microsoft)

  • Non-domain users:

    • Invitation includes the standard Accept Invitation button

    • Users complete setup using email and password

When SSO Is Disabled

  1. All invitations follow the normal login flow using email and password

  2. Users receive the Accept Invitation button as usual, without SSO


Disable SSO

  • Admin or Super Admin users can disable SSO from Firm Info

  • Existing SSO users can continue logging in via SSO without interruption

  • New users or new invites created after SSO is disabled:

    • Follow the normal email/password login flow

Important Notes

  • SSO behavior is determined by email domain matching

  • Only one SSO provider can be active at a time

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